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Connecticut Wealth Management, LLC: AMZN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Connecticut Wealth Management, LLC on AMZN, newest first. How the timeline and the estimate are built.

Connecticut Wealth Management, LLC held 33,756 AMZN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,756 shares
    Change vs previous 13F -685 shares

    0.31% of the 13F portfolio, value $8,410,228.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,441 shares
    Change vs previous 13F -2,418 shares

    0.3% of the 13F portfolio, value $8,208,592.

    13F-HR 0001689829-26-000003 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 36,859 shares
    Change vs previous 13F -934 shares

    0.32% of the 13F portfolio, value $7,676,557.

    13F-HR 0001214659-26-005373 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 37,793 shares
    Change vs previous 13F +1,302 shares

    0.38% of the 13F portfolio, value $8,723,306.

    13F-HR 0001214659-26-001526 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 36,491 shares
    Change vs previous 13F +4,196 shares

    0.36% of the 13F portfolio, value $8,012,259.

    13F-HR 0001214659-25-016356 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 32,295 shares
    Change vs previous 13F -1,402 shares

    0.34% of the 13F portfolio, value $7,085,130.

    13F-HR 0001214659-25-012283 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 33,697 shares
    Change vs previous 13F +2,464 shares

    0.34% of the 13F portfolio, value $6,411,155.

    13F-HR 0001689829-25-000002 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 31,233 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $6,852,167.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).